See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $443,713 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES GROUP, INC Service code 27 · EIN 63-1207374 | Advisory (Plan) | $25,000 |
WINSTON & STRAWN LLP1 year Service code 10 · EIN 36-1975990 | Accounting | $10,227 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,942 | $93,789-56.3% | $67,834-39.6% | $329,111-87.6% |
| Participation rate | 94.2% | 65.9%+28.3pp | 68.8%+25.4pp | 67.9%+26.4pp |
| Annual return | 9.83% | 17.51%-7.7pp | 138.47%-128.6pp | 16.35%-6.5pp |
| Employer contribution / active EE | $1,619 | $3,924-58.7% | $2,403-32.6% | $2,303-29.7% |
| Participant deferral / active EE | $4,192 | $3,663+14.5% | $3,160+32.7% | $3,682+13.9% |
| Admin fee / account holder | $30 | $82-62.7% | $4,622-99.3% | $754-96.0% |